LCM

Lazari Capital Management Portfolio holdings

AUM $296M
1-Year Est. Return 31.77%
This Quarter Est. Return
1 Year Est. Return
+31.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$203K
3
+$202K
4
SCHW icon
Charles Schwab
SCHW
+$188K
5
MSFT icon
Microsoft
MSFT
+$177K

Top Sells

1
+$580K
2
+$385K
3
+$372K
4
SPXS icon
Direxion Daily S&P 500 Bear 3x Shares
SPXS
+$334K
5
JNJ icon
Johnson & Johnson
JNJ
+$310K

Sector Composition

1 Technology 35.38%
2 Communication Services 19.34%
3 Consumer Discretionary 11.89%
4 Financials 7.97%
5 Energy 6.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$546K 0.33%
10,245
+198
52
$537K 0.32%
1,778
-71
53
$524K 0.31%
5,171
54
$499K 0.3%
1,394
-17
55
$488K 0.29%
2,846
56
$475K 0.28%
2,415
57
$469K 0.28%
830
-18
58
$467K 0.28%
8,513
+3,429
59
$457K 0.27%
1,412
+14
60
$436K 0.26%
1,598
+96
61
$428K 0.26%
2,014
+6
62
$427K 0.25%
5,926
+2,058
63
$421K 0.25%
1,599
-100
64
$404K 0.24%
24,376
65
$397K 0.24%
11,175
66
$391K 0.23%
1,705
67
$381K 0.23%
2,611
-100
68
$371K 0.22%
7,786
+1,701
69
$371K 0.22%
3,505
+40
70
$363K 0.22%
2,151
+19
71
$353K 0.21%
3,269
+1
72
$345K 0.21%
7,265
73
$344K 0.21%
2,509
74
$337K 0.2%
14,157
75
$316K 0.19%
3,682
1 2
3
4 5